When You Know Something’s Not Right
But Can’t Quite Pinpoint It
Many of our clients come to us with a gut feeling — they know there’s something wrong but they’re not sure what it is.
That’s where we come in.
We go onsite to observe, assess, and untangle what’s really going on — looking beyond symptoms to find the root causes.
Below is an example of the approach we would take with a finance department.
Our Approach
We assess across three key dimensions: People | Processes | Programs
People
- Capability assessment vs business needs
- Mentoring, coaching, and team development
- Recruitment and retention
- Aligning skill sets with the right roles
- Updating and reviewing role requirements
- Implementing meaningful KPIs
Processes
- Embedding “best practice” month-end and year-end procedures
- Creating human-readable management accounts
- Reviewing current processes for efficiency
- Identifying value-adding vs redundant processes
- Closing gaps across departments
- Aligning Finance processes with overall business needs
Programs
- Evaluating ERP system effectiveness
- Project managing ERP implementation (if needed)
- Checking system integration across departments
- Exploring automation opportunities
- Assessing data sources and analytics capability
We Think Bigger
We step back to take a broader view.
Can we help break down some of the bottlenecks?- How does forecasting flow between departments?
- Is strategic planning being held back by poor collaboration or misaligned tools?